Senior Financial Planning Analyst

JR United Kingdom; Newcastle upon Tyne; On-site; GBP 55,000 - 70,000; Full time

Job summary

A leading company in the financial sector is looking for a Senior Financial Planning Analyst in Newcastle upon Tyne. This interim role for 3-6 months offers significant exposure to senior leadership and is responsible for budgeting, forecasting, and performance analysis. The ideal candidate will be ACCA or CIMA qualified with strong analytical skills and experience in FP&A.

Qualifications

• Qualified ACCA or CIMA required.
• Experience in financial reporting and FP&A is essential.
• Strong Excel and data analysis skills required.

Responsibilities

• Ownership of budgeting and forecasting processes alongside the CFO.
• Develop consistent forecasting and reporting framework across the business.
• Provide ad hoc support to CFO and Finance Directors for investment analysis.

Skills

Strong systems

Excel

Data analysis

Problem solving

Collaboration

Education

Qualified ACCA

Qualified CIMA

Tools

PowerBI

Job description

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Senior Financial Planning Analyst, newcastle-upon-tyne, tyne and wear

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Client:

Marc Daniels Specialist Recruitment

Location:

newcastle-upon-tyne, tyne and wear, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

07.06.2025

Expiry Date:

22.07.2025

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Job Description:

A fantastic Senior FP&A Analyst is required to join a successful business based in Uxbridge on an interim basis for 3-6 months. This is an opportunity to join a growing, international organisation with direct exposure to the senior leadership team and the CFO.

Responsibilities:

• Ownership of budgeting and forecasting processes alongside the CFO
• Develop consistent forecasting and reporting framework across the business
• Improvement and ongoing delivery of Exec Team and Board review packs, including relevant analysis, commentary and non-financial KPIs
• Provide ad hoc support to CFO and business Finance Directors to analyse investment opportunities and key risks
• Proactively work with the business to develop and improve reporting and analysis, with a particular focus on margin analysis and product profitability
• Cash and working capital analysis and development of long-term forecast model
• Review, understand and challenge business performance as part of monthly performance cycle

Requirements:

• Qualified ACCA / CIMA
• Experience in reporting and FP&A
• A proactive, collaborative character who demonstrates strong integrity and has the ability to apply best in class principles pragmatically based on business needs
• Strong systems, excel and data analysis capabilities – ideally with reporting tools such as PowerBI alongside strong excel skills
• Focus on continuous improvements, and enjoys solving problems

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